From April 26 – April 28, 2024 — Jennifer and Stephanie attended the 45th Annual Conner-Zaritsky Advanced Estate Planning and Administration Seminar held by the Virginia CLE. This year the event was held at The Omni Homestead Resort in Hot Springs, Virginia. We listened to 3 days of fabulous speakers reviewing updates to the law and information to consider in our estate planning services. This provides us with the resources to deliver top-notch and informed legal counsel to our clients.
The topics we reviewed included:
- Recent Federal Wealth Transfer Tax Developments
- Virginia Developments in Estate Planning
- Spousal Lifetime Access Trusts
- Understanding Settlor Intent in Today’s Trust Administration
- Artificial Intelligence and the many ways it is no substitute for an attorney
- Special Needs Trusts
